Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$194,237,325
+$37,529,294 QoQ
Shares Held
2,539,050
+25.7% QoQ
Ownership
0.810%
of shares outstanding
% of Portfolio
4.34%
of 13F equity value
Holder Rank
#25
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Magellan Asset Management Ltd holds $1,971,566,304 across 27 Utilities - Regulated Electric names. CMS ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
3,437,065 | $248,396,687 | |
| 2 | XEL |
Xcel Energy Inc
|
2,818,534 | $226,328,280 | |
| 3 | CMS |
Cms Energy Corp
This page
|
2,539,050 | $194,237,325 | |
| 4 | EVRG |
Evergy, Inc.
|
2,173,521 | $187,857,420 | |
| 5 | D |
Dominion Energy, Inc
|
2,690,485 | $183,733,220 | |
| 6 | LNT |
Alliant Energy Corp
|
1,987,533 | $151,628,892 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,238,180 | $144,582,278 | |
| 8 | SO |
Southern Co
|
592,268 | $56,685,970 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,237,325 | 2,539,050 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $156,708,031 | 2,019,954 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,684,947 | 252,895 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,545,916 | 239,502 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,894,311 | 200,553 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,127,154 | 201,400 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $94,144,724 | 1,412,524 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $106,298,573 | 1,505,006 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $92,163,155 | 1,548,180 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $132,115,033 | 2,189,510 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $161,741,325 | 2,785,282 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $168,023,522 | 3,163,689 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $190,583,061 | 3,243,967 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $210,331,766 | 3,426,715 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $225,389,823 | 3,558,974 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $186,797,403 | 3,207,373 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $225,734,715 | 3,344,218 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $169,084,146 | 2,417,560 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,648,143 | 286,674 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,459,497 | 275,565 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $13,436,623 | 227,431 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,459,735 | 236,193 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,420,963 | 269,152 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,038,204 | 261,166 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,405,963 | 246,593 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,920,711 | 219,927 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||